| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CURIAN CAPITAL LLC | 1,969,044 | 199,661,000 | 11.39% | ||
| 2 | MORGAN STANLEY | 1,694,054 | 171,778,000 | 9.80% | ||
| 3 | Windhaven Investment Management, Inc. | 1,423,832 | 144,490,000 | 8.24% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 1,120,909 | 113,660,000 | 6.49% | ||
| 5 | TD Capital Management LLC | 902,364 | 91,500,000 | 5.22% | ||
| 6 | FIDUCIARY TRUST CO | 805,928 | 81,721,000 | 4.66% | ||
| 7 | Allianz Asset Management GmbH | 695,700 | 70,544,000 | 4.03% | ||
| 8 | Orion Porfolio Solutions, LLC | 537,105 | 54,463,000 | 3.11% | ||
| 9 | UBS AG | 513,622 | 52,081,000 | 2.97% | ||
| 10 | WELLS FARGO & COMPANY/MN | 464,069 | 47,057,000 | 2.69% | ||
| 11 | ROYAL BANK OF CANADA | 400,447 | 40,606,000 | 2.32% | ||
| 12 | LPL Financial LLC | 363,316 | 36,840,000 | 2.10% | ||
| 13 | OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 306,000 | 31,028,000 | 1.77% | ||
| 14 | HOWLAND CAPITAL MANAGEMENT LLC | 300,916 | 30,513,000 | 1.74% | ||
| 15 | Brookstone Capital Management | 296,074 | 30,022,000 | 1.71% | ||
| 16 | NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 291,011 | 29,509,000 | 1.68% | ||
| 17 | Cornerstone Advisors, Inc. | 286,517 | 29,053,000 | 1.66% | ||
| 18 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 248,511 | 25,199,000 | 1.44% | ||
| 19 | ENVESTNET ASSET MANAGEMENT INC | 247,731 | 25,120,000 | 1.43% | ||
| 20 | Chevy Chase Trust Holdings, LLC | 232,955 | 23,622,000 | 1.35% | ||
| 21 | Steinberg Global Asset Management | 230,313 | 23,354,000 | 1.33% | ||
| 22 | Eagle Capital Management, LLC | 210,825 | 21,378,000 | 1.22% | ||
| 23 | CLIFFORD SWAN INVESTMENT COUNSEL LLC | 194,386 | 19,711,000 | 1.12% | ||
| 24 | Bank of New York Mellon Corp | 188,790 | 19,143,000 | 1.09% | ||
| 25 | Transamerica Financial Advisors, LLC | 175,783 | 17,825,000 | 1.02% | ||
| 26 | Polaris Wealth Advisory Group, LLC | 169,808 | 17,219,000 | 0.98% | ||
| 27 | CITIGROUP INC | 112,517 | 11,410,000 | 0.65% | ||
| 28 | WHITTIER TRUST CO | 110,903 | 11,246,000 | 0.64% | ||
| 29 | Evensky & Katz LLC | 102,856 | 10,429,000 | 0.60% | ||
| 30 | Main Management LLC | 100,020 | 10,142,000 | 0.58% | ||
| 31 | Creative Planning | 99,966 | 10,137,000 | 0.58% | ||
| 32 | ALPS ADVISORS INC | 92,060 | 9,335,000 | 0.53% | ||
| 33 | RAYMOND JAMES & ASSOCIATES | 89,602 | 9,086,000 | 0.52% | ||
| 34 | FOUNDERS BANK & TRUST | 68,438 | 6,940,000 | 0.40% | ||
| 35 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 67,547 | 6,849,000 | 0.39% | ||
| 36 | New England Private Wealth Advisors LLC | 67,463 | 6,842,000 | 0.39% | ||
| 37 | FIRSTMERIT BANK N A TRUSTEE | 64,790 | 6,569,000 | 0.37% | ||
| 38 | Commonwealth Equity Services, Inc | 62,468 | 6,334,000 | 0.36% | ||
| 39 | Composition Wealth, LLC | 61,040 | 6,189,000 | 0.35% | ||
| 40 | AMERICAN INTERNATIONAL GROUP, INC. | 60,887 | 6,173,920 | 0.35% | ||
| 41 | Raymond James Financial Services Advisors, Inc. | 54,858 | 5,563,000 | 0.32% | ||
| 42 | LEVITT CAPITAL MANAGEMENT LLC | 52,905 | 5,365,000 | 0.31% | ||
| 43 | Smithfield Trust Co | 52,615 | 5,335,000 | 0.30% | ||
| 44 | CABOT WEALTH MANAGEMENT INC | 51,017 | 5,173,000 | 0.30% | ||
| 45 | Buckingham Capital Management, Inc. | 49,239 | 4,993,000 | 0.28% | ||
| 46 | TRUSTMARK BANK TRUST DEPARTMENT | 48,655 | 4,933,000 | 0.28% | ||
| 47 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 48,098 | 4,877,000 | 0.28% | ||
| 48 | MSI Financial Services Inc | 47,480 | 4,814,000 | 0.27% | ||
| 49 | SouthState Bank Corp | 46,087 | 4,673,000 | 0.27% | ||
| 50 | Carlton Hofferkamp & Jenks Wealth Management, LLC | 43,280 | 4,388,000 | 0.25% |
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
